Vista Cima Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Vista Cima Wealth Management’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66M	Sell	28,863 -162	-0.6%	-$22.8K	3.47%	9
2026 Q1	$3.25M	Buy	29,025 +7,585	+35%	+$896K	3.21%	13
2025 Q4	$2.56M	Sell	21,440 -153	-0.7%	-$18.3K	2.13%	15
2025 Q3	$2.61M	Buy	21,593 +373	+2%	+$43.4K	2.18%	14
2025 Q2	$2.39M	Sell	21,220 -127	-0.6%	-$12.7K	2.23%	14
2025 Q1	$1.98M	Sell	21,347 -3,093	-13%	-$303K	2.13%	14
2024 Q4	$2.32M	Buy	+24,440	New	+$2.32M	2.41%	14

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vista Cima Wealth Management's SPMO Position: Q2 2026 in Review

Vista Cima Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.56% in Q2 2026, selling an estimated $22.8K and leaving 28,863 shares worth $4.66M. The position accounts for 3.47% of the portfolio, ranked #9.

Vista Cima Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Vista Cima Wealth Management held 28,863 shares of Invesco S&P 500 Momentum ETF worth $4.66M as of Q2 2026.
Vista Cima Wealth Management sold 162 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $22.8K.
Invesco S&P 500 Momentum ETF made up 3.47% of Vista Cima Wealth Management's portfolio in Q2 2026, its #9 holding.
Vista Cima Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.